bullish

Crowdstrike Analyst Day: Really, Just $3B in ARR?

335 Views10 Apr 2021 20:26
Crowdstrike Analyst Day was underwhelming with easily reached ARR and Operating Model Targets introduced. We like the stock anyway, especially with the Archegos overhang lifted.
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Aaron Gabin
TMT & Consumer Independent Equity Research Analyst
Obex Capital Research
United StatesInformation Technology & Communication ServicesEquity Bottom-UpThematic (Sector/Industry)
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